Probate and Trust Expertise in Silicon Valley

We understand that you may grieve the loss of a loved one and experience feelings of overwhelm. No one can prepare to deal with the range of emotions that come with such a loss. We are here to help you navigate challenges you may face in managing a probate estate, or selling a home in a trust or under a conservatorship.

Do You Need To Probate An Estate?

Probate is a specialized area of law. If you need to petition the probate court to administer an estate, we recommend that you contact an experienced probate attorney soon after your loved one dies.  A probate attorney will guide you through the legal steps someone must take to probate an estate.

Room in Probate CourtAs probate and trust specialists we work with many of the top probate attorneys in the County of Santa Clara. If you do not know a probate attorney, we are happy to recommend one.

The probate of a decedent’s estate takes place in the County where the decedent lived. We serve all of Santa Clara County, also known as, Silicon Valley. Probate matters in Santa Clara County are handled by the Probate Division of the Santa Clara County Superior Court.

We work with probate & trust specialists throughout the State of California. This means we can help you find an attorney to probate an estate.

We can also help you find a real estate agent that specializes in probate to sell the estate’s real property.

Selling Real Property In Probate

Probate is also a highly specialized area of real estate. Probate Broker Kathleen Daniels is a Certified Probate Real Estate Specialist and Certified in Professional Fiduciary Management for Trustees.
Kathleen and her team understand how to best serve the needs of an executor when liquidating real estate.

Contract to List Property for Sale

Executors, Administrators, Trustees, and Conservators, we are here to help you navigate the often unfamiliar waters of managing the sale of real estate.

Real property is often the most valuable asset of an estate.

When we get appointed as a personal representative we become an officer of the Court.

As officers of the court, we assume duties and liabilities in managing the estate. The duties involve a high standard of care when dealing with someone else’s property.

This means one must be cautious in how they manage the estate’s assets, including the sale of real property. You want to exercise prudent care in who you hire.

If your loved one owns real property in the State of California, County of Santa Clara, we will work with you and the probate attorney, and manage the probate sales process every step of the way.

If the decedent owns real property in another county or state, we will facilitate the process of liquidating the real property by referring to a probate agent in the county or state.

Specialized Probate Team

Our team speaks the language of probate. We understand the rules of engagement with the Probate Court and collaborate with the probate attorneys to ensure a smooth transaction.

We offer full service and manage all the details and meet your specific needs pertaining to the sale of the estate’s real property.

Many of our clients live outside of the County of Santa Clara and the State of California. It is not uncommon that we never meet face to face.

Independent Real Estate Broker

Kathleen Daniels is a licensed California Real Estate Broker certified in probate and trust sales.

She believes that every client deserves to get treated with 100% honesty and transparency.

This is her core belief and business religion. She has managed a successful real estate business since January 2003.  Clients know Kathleen to speak from her heart and act from her head.

As an Independent Broker, Kathleen has no loyalty to a brokerage. There is no corporate policy she must adhere to.

Kathleen is the sole decision-maker in her brokerage. She owns the independent power to do things for her clients she got prevented from doing when affiliated with a big box brokerage.

Independent Broker Equals Power

Among the many things that set Kathleen apart from the massive sea of real estate agents is she is a protector. She is strong and compassionate with a kind and caring heart. Her kindness must not get confused with weakness.

It is rare to hear Kathleen talk about her accomplishments. Her focus is on helping others. She knows where the landmines are and knows how to navigate around them. You can find comfort in knowing when you hire Kathleen she has your back at all times!

Kathleen's loyalty is to her clients. She manages her brokerage like a boutique and provides a high-touch service.

Kathleen's high-touch, low-profile, and no-sell approach to business sets Kathleen apart as a  real estate professional.

Consultative Approach to Probate and Trust

Kathleen is not here to sell anything. She consults with people to determine their specific needs, wants and desires. If she cannot fulfill them, or reach a compromise, she lets people know.

She delivers on her promises and commitments. She promises to provide exceptional service.

Kathleen is all about quality over quantity.

Probate Specialization

Kathleen worked in real estate for over 10 years before she specialized in probate. She specialized in probate after her sister passed away in April 2014. Her sister was 63 years young. Her death was sudden and unexpected.

Kathleen managed her mother's care for 10 years. Deciding to transition her 96-year-old mother into hospice care was the hardest thing she had ever done in her life.

While Kathleen may not know what you are dealing with, she knows what she felt like losing family members and dear friends. Her compassionate heart and probate expertise creates a winning combination for her clients.

If you do not find the information you are looking for on this site, then please reach out to us for help.